Relationship Manager - Wealth Management / Asset Management Clients
Core
Develop and maintain long-term relationships with affluent and high-net-worth clients by providing suitable wealth management and asset allocation solutions.
Role type
Relationship Manager (Wealth Management)
Builds
Client assets and retention through professional service and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Needs analysis, Asset allocation, Regulatory compliance, Financial product knowledge, Client education, Complaint handling, Market analysis
Preferred skills
Cantonese, Mandarin, English, Type 1 and Type 4 licenses, Securities and Futures Examination Papers 1,7 & 8
Technologies
N/A
Responsibilities
Conduct regular client reviews to identify needs relating to wealth preservation, long-term wealth growth, asset allocation and risk management. Identify high-potential client opportunities and introduce the platform's approved investment products. Provide clients with timely market updates, market analysis and relevant product information. Handle client feedback and complaints professionally, ensuring proper documentation and resolution. Coordinate with internal product, investment advisory, operations and compliance teams to deliver appropriate client solutions.
Seniority
Mid-level, hands-on IC